Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.47B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$76.7M
3
+$43.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$52.1M
2
+$45M
3
+$18.3M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$17.3M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$16.3M

Sector Composition

1 Technology 15.14%
2 Consumer Discretionary 5.84%
3 Communication Services 4.63%
4 Healthcare 4.08%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.06M 0.01%
+16,051
352
$1.05M 0.01%
3,987
+743
353
$1.05M 0.01%
5,401
+2,406
354
$1.04M 0.01%
10,193
-567
355
$1.04M 0.01%
9,193
+580
356
$1.04M 0.01%
23,308
-75
357
$1.04M 0.01%
8,663
-81
358
$1.03M 0.01%
5,258
+2,973
359
$1.03M 0.01%
1,385
+687
360
$1.03M 0.01%
18,191
-1,453
361
$1.02M 0.01%
41,205
+423
362
$1.02M 0.01%
15,011
+1,340
363
$1.01M 0.01%
19,424
+3,385
364
$1.01M 0.01%
17,250
+3,671
365
$1.01M 0.01%
6,769
+823
366
$1M 0.01%
14,179
+176
367
$991K 0.01%
38,820
+9
368
$988K 0.01%
2,506
+90
369
$985K 0.01%
8,920
-664
370
$977K 0.01%
6,603
-43,884
371
$971K 0.01%
3,682
+489
372
$969K 0.01%
4,051
+37
373
$964K 0.01%
+100,000
374
$962K 0.01%
17,000
375
$961K 0.01%
4,532
+892
13 14
15
16 17